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Towercrest Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Towercrest Capital Management’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,000
Closed -$253K – 73
2018
Q3 		$253K Hold
5,000
– – 0.07% 67
2018
Q2 		$255K Buy
+5,000
New +$254K 0.08% 70

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Bank of America
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UBS Group
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SEI Investments
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Morgan Stanley
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UBS AM
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Towercrest Capital Management's VTEB Position: Q4 2018 in Review

Towercrest Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2018, closing a stake of 5,000 shares — an estimated $253K sold.

Towercrest Capital Management first reported a position in VTEB in Q2 2018 and held it in 2 quarters. The position peaked at $255K in Q2 2018. 252 funds tracked by Wall St. Rank hold VTEB as of Q4 2018.

  • Towercrest Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2018 after selling out during the quarter.
  • Towercrest Capital Management sold 5,000 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2018, an estimated $253K.
  • Towercrest Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and held it in 2 quarters.
  • Towercrest Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $255K in Q2 2018.
  • 252 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2018.

Based on Towercrest Capital Management's 13F filing for Q4 2018, filed 15 Feb 2019.